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The Retirement and IRA Show
With Jim, Chris & Peter

Non-Financial Retirement Issues: EDU #20

Chris sits down with special guest, Kevin Lyl...

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: 50 minutes : 16-Dec-2020

Social Security, IRMAA, Home Equity, and

Chris sits down to answer questions about Soc...

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: 49 minutes : 19-Dec-2020

Retirement Planning Philosophies: EDU #2

Jim and Chris discuss various retirement plan...

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: 1 hour 13 minutes : 01-Sep-2020

Social Security, Tax Deductions, and 401

Jim and Chris discuss listeners’ questions ...

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: 1 hour 14 minutes : 28-Aug-2020

Social Security, Tax Deductions, and 401

Jim and Chris discuss listeners’ questions ...

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: 1 hour 14 minutes : 28-Aug-2020

The SECURE Act and Tax-Deferred Accounts

Jim and Chris discuss a listener’s email re...

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: 1 hour 16 minutes : 25-Aug-2020

Social Security, WEP, 401(k) Rollovers, ...

Jim and Chris discuss listeners’ questions ...

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: 1 hour 27 minutes : 21-Aug-2020

The History of Social Security: EDU #203

Jim and Chris (mostly Chris) discuss the hist...

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: 1 hour 9 minutes : 18-Aug-2020

IRAs, Roth Conversions, and Social Secur

Jim and Chris discuss various listener questi...

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: 1 hour 19 minutes : 31-Jul-2020

The Basics of Trusts: EDU #2031

Jim and Chris introduce attorney and CPA, Dav...

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: 1 hour 25 minutes : 04-Aug-2020

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